Senior Tax Accountant

Build winning companies to deliver superior returns to our investors.

Acquire good businesses and partner with management to drive fundamental improvement.

• Partnership
• Passion

• Sourcing
• People
• Evaluation

• Lean, collaborative team, working directly with Partners and senior management
• 6 out of 7 current Partners started as associates or Vice Presidents at Sterling
• Resources Group, comprised of subject matter experts in Human Capital, Operations, Commercial, Strategy, Technology, and M&A, are members of deal teams and help drive improvements at portfolio companies
• Hands on investing model resulting in deep engagement with our portfolio companies

• We believe in long term partnership and collaboration
• Relentless, firm-wide commitment to continuous improvement
• We say "we" more than "I"
• Passionate about building winning businesses

The Sterling Group is seeking a detail oriented and self-motivated Senior Tax Accountant to join our team! The Senior Tax Accountant will report to the Vice President of Tax and assist with domestic and international tax compliance and reporting for The Sterling Group, its affiliated management companies and private equity funds.

We are a small group of highly motivated professionals dedicated to creating exceptional companies and being the best in class. If you are looking for a dynamic, growing firm where you can use your talents, we would love to hear from you! Our office environment is highly professional with executives who care about your well-being and invest in your professional growth. As part of a small team you will work closely with upper management in an active role to drive improvements and maintain integrity of our processes and procedures. This role is a great opportunity for the right person looking to advance their career with a wonderful company.

Key Responsibilities

• Assist in managing the firm’s international, federal, state and local tax compliance, including:
  • Working directly with external “Big 4” tax advisor
  • Preparing tax-related communications
  • Preparing estimated tax projections
  • Preparing tax provisions for blocker corporations
  • Preparing Forms W-9/W-8 and obtaining EINs
  • Preparing 1099 reporting for various entities
• Review Big 4 service providers’ work for year-end k-1s and tax returns
• Review tax allocations of partnership income
• Assist in state tax issues including state tax withholding for fund entities
• Assist with required federal and state tax payments and tracking
• Register for new accounts with various state and local governments as needed
• Assist with IRS and state agency audits, inquiries, and tax notices
• Coordinate collection of tax data from portfolio companies
• Assist with continuous improvement of processes, policies, and procedures
• Document investment specific technical and compliance issues and reporting positions
• Assist with international filings and preparation of applicable forms
• Assist compliance with FATCA and CRS policies, procedures, and reporting requirements
• Ensure entity compliance with CT Corp for the Corporate Transparency Act, Registered Agent, Delaware Annual Reports and Annual Audits
• Prepare name change IRS letters, Forms 8832 and 8937
• Prepare Aircraft Disallowance calculations
• Assist with FBAR and Business Personal Property Rendition filings, Fixed Assets, Transaction Cost analysis, USRPHC analysis and documentation
• Draft responses to Limited Partners’ and Co-investor’s tax inquiries and tax information needs
• Ad-hoc analyses and assignments

Qualifications

• Accounting or Tax degree from an accredited university
• 2+ years of experience at a public accounting firm
• CPA or CPA candidate
• Experience with Partnership accounting and tax compliance preferred. Corporate tax experience is a plus
• Highest degree of personal integrity, judgment, and professional ethics
• Tech savvy and able to enhance use of systems
• Ability to produce timely and accurate records, with an emphasis on the importance of supporting work paper documentation
• Strong work ethic and the ability to work independently and as part of the team to proactively identify and resolve issues
• Strong analytical skills and the ability to work with complex data to drive decision-making
• High degree of accuracy and attention to detail, organized and methodical
• Ability to work effectively in a fast-paced and dynamic culture, with the ability to take initiative and be hands-on
• Ability to handle multiple demands, competing priorities, and constant change in a deadline driven environment

Excellent oral and written communication skills

The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors.

• Houston
  Office: Nine Greenway Plaza, Suite 2400
  Houston, TX 77046